CPS has a provided a basic overview of the sales process with resources to help you along each step of the way.
All life insurance brokers need to complete certain pre-requisites before they can begin to solicit business. This section is dedicated to giving you a starting point for completing and maintaining your on-going requirements.
The key to converting on your sales opportunities is in the pre-sale planning. By obtaining accurate and current client information, your partners at CPS will be able to provide you with the most efficient solutions to meet their individual objectives. This section includes various resources to help you gather these corresponding client inputs most efficiently and initiate a successful sales process.
Once you have gathered all of your pre-sale information and have presented a solution to your client, the next step in the sales process is to complete and submit an application.
Once your client’s policy has been placed in-force, there are additional resources available to help you track the status of your commission payments, perform customer service activities and monitor the policy’s performance to ensure that you are able to meet the clients insurance objectives.